Schedule of Seminar 'China & Emerging Markets'

Seminar 'China & Emerging Markets'

Tuesday, July 5, 2022 from 2:15 PM to 5:30 PM Triodos Investment Management, Driebergen-Rijsenburg

On Tuesday 5 July:
14:15 - 14:45 Registration & Coffee
14:45 - 14:50 Welcome by Triodos

Hadewych Kuiper, Managing Director, Member of the Management Board, Triodos Investment Management
14:50 - 14:55 Introduction

Han Dieperink, Chief Investment Strategist, Auréus

14:55 - 15:25 Sustainable alpha through ESG investing in Asia and Emerging Markets: Challenges and opportunities

David Smith, PhD, Senior Investment Director, Asian Equities, abrdn

15:25 - 15:55 Chinese onshore convertible bonds, the hidden gem?

Nicolas Delrue, Head of Investment Specialists, Senior Investment Specialist - Convertible Bonds, UBP

15:55 - 16:15 Coffee Break
16:15 - 16:45 Balancing risk and opportunity in Global Emerging Market Equities: ‘screaming buy’ or ‘value trap’?

Cristina Dondiuc, Equity Investment Director, Fidelity International

16:45 - 17:25 Panel discussion on ‘The investment opportunities in China’
  • Diana Choyleva, Chief Economist, Enodo Economics
  • Louis-Vincent Gave, Founding Partner & CEO, Gavekal
  • Jason Hsu, Founder & CIO, Rayliant Global Advisors
  • Warren Hyland, CFA, Portfolio Manager Emerging Markets, Muzinich & Co
17:30 - 18:30 Drinks Reception